McGale-Charpentier-Côté Team

Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management. We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Among the top wealth management advisors in Canada

Philippe McGale was honored 70th in the Report On Business 2021 Shook Canada's Top Wealth Advisors

Awards of Excellence

National Bank Financial - Wealth Management annually recognizes the excellence of its advisors and their teams in various categories at the national and regional levels.

McGale-Charpentier-Côté Team is proud to have distinguished itself several times:

National Winner

  • Best asset growth in 2009 & 2021

Regional Winner - South Shore

  • Team of the year in 2016, 2020, 2021 & 2022
  • Portfolio management in 2012
  • Investment advisor of the year in 2009 & 2022
  • Best asset growth in 2022

Our team in figures

Target icon representing a global and personalized approach.

Assets under management: Over 1 billion assets

Star icon symbolizing the integrity we demonstrate in our work.

Years of experience of the team members (on average): 23 years

Icon symbolizing the rigor that guides our work.

Age of the team: 23 years

Choosing the McGale-Charpentier-Côté Team means opting for a team of qualified professionals of 3 financial planners, 2 chartered accountants and 5 portfolio managers

Discover our company

V.I.P. financial services

We believe that people are the most important factor when it come to the service that we’re offering. That's why we are committed to taking exceptional care of you and your assets.

Impeccable, fast and efficient service.

No matter the need or question, we make it a point to answer all your of them accurately and in a timely manner. In the absence of your advisor, there is always an expert on the team ready to answer you.

Keep in touch at anytime with our team

News and articles

View recent articles

Consult the guide

Contact us

Get contact information for our team members and find out where our offices are.